See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,738 | $80,717-64.4% | $154,803-81.4% | $84,808-66.1% |
| Participation rate | 34.6% | 66.8%-32.2pp | 78.1%-43.5pp | 68.3%-33.7pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,616 | $3,303+100.3% | $5,540+19.4% | $4,212+57.1% |
| Admin fee / account holder | $11,097 | $6,746+64.5% | $14,329-22.6% | $7,344+51.1% |